Former Surevest Intern Earns His “Mouse Ears”
This week we will discuss the third and final pillar of Surevest’s investment philosophy—a rules-based decision-making process.
Meet Jenny, our new Client Services Associate, who joined the Surevest team this October.
Over the last few Market Outlooks, we have been discussing Surevest’s investment philosophy that are underpinned by three pillars. This week we will be focusing on the second pillar: Data Driven Approach.
In last week’s Market Update we introduced the three pillars that drive Surevest’s investment philosophy. Now we will dive into a little more detail on pillar one.
Earlier this week the investment committee at Surevest sent out a note to our clients. The goal was to answer questions that investors had considering the increase in market volatility and decrease in price of the major U.S. indices. The media outlets thrive when things begin to move in the market because they make for…
As a problem solver, I wanted to figure how to fix it but after a few days I realized just how big the problem really is. How can a community change with so much corruption, vulnerability to natural disasters, low literacy rates, and almost 80% of the country’s wealth is owned by five families?